Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KEARNEY-NATIONAL, INC.
EIN 36-2392007investment bankingLatest filing 2024
Plans
2
Retirement
2
$38.2M assets
Welfare
0
Participants
913
2515 SOUTH ROAD, 5TH FLOOR - POUGHKEEPSIE, NY 12601212-885-1679LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $38.2M assets / 913 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
72%top
- MILLIMAN, INC.72%
- (Not disclosed)28%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#010
KNI GROUP 401(K) AND PROFIT SHARING PLAN
401k
Assets$27.5M
Participants607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
PENSION PLAN FOR HOURLY EMPLOYEES EMPLOYED BY THE HAPCO DIVISION OF KEARNEY-NATIONAL, INC.
TraditionalDB
Assets$10.7M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 010 | KNI GROUP 401(K) AND PROFIT SHARING PLAN | 401k | $27.5M | 607 | 2024 | |
| 005 | PENSION PLAN FOR HOURLY EMPLOYEES EMPLOYED BY THE HAPCO DIVISION OF KEARNEY-NATIONAL, INC. | TraditionalDB | $10.7M | 306 | 2024 |
Retirement plans